MaplebearCART
CART
About: Maplebear (Instacart) operates a leading grocery delivery platform in the United States and Canada. The company partners with various regional and national grocers, which offer their selection of food and other goods to customers through Instacart's ubiquitous platform. Once an item is ordered through Instacart's site, the item is picked and delivered to the customer's home by one of the platform's 600,000 shoppers, who are classified as independent contractors. Instacart earns fees based on average order value and leverages its platform's high usage to sell advertising, mainly to consumer-packaged goods companies. Instacart currently has around 8 million monthly active users (or orderers) on its platform.
Employees: 3,265
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 16 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
93% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 45
35% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 95
12% more funds holding
Funds holding: 314 [Q3] → 351 (+37) [Q4]
6% more capital invested
Capital invested by funds: $7.51B [Q3] → $7.99B (+$480M) [Q4]
2.63% more ownership
Funds ownership: 72.43% [Q3] → 75.06% (+2.63%) [Q4]
15% less funds holding in top 10
Funds holding in top 10: 20 [Q3] → 17 (-3) [Q4]
27% less call options, than puts
Call options by funds: $109M | Put options by funds: $150M
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$45
11%
upside
Avg. target
$53
31%
upside
High target
$62
53%
upside
16 analyst ratings
11 positive
69%
5 neutral
31%
0 negative
0%
Loop Capital Rob Sanderson 74% 1-year accuracy 43 / 58 met price target | 28%upside $52 | Buy Maintained | 6 Mar 2025 |
Macquarie Ross Compton 50% 1-year accuracy 2 / 4 met price target | 36%upside $55 | Outperform Maintained | 27 Feb 2025 |
JP Morgan Doug Anmuth 74% 1-year accuracy 32 / 43 met price target | 23%upside $50 | Overweight Maintained | 26 Feb 2025 |
Oppenheimer Jason Helfstein 63% 1-year accuracy 34 / 54 met price target | 48%upside $60 | Outperform Maintained | 26 Feb 2025 |
Mizuho James Lee 57% 1-year accuracy 16 / 28 met price target | 28%upside $52 | Outperform Maintained | 26 Feb 2025 |
Financial journalist opinion
Based on 16 articles about CART published over the past 30 days
Positive
PYMNTS
14 hours ago
Instacart to Use AI to Check Grocery Store Inventory
Instacart unveiled three new features that it said will increase the chances its customers will get the items they order. In the future, these features will also help Instacart's partner retailers and brands get real-time information about whether products are on the shelves, the online grocery marketplace said in a Thursday (March 27) blog post.
Neutral
PRNewsWire
2 days ago
Instacart Expands In-Store Advertising to All Brands on Caper Carts
Brands Can Now Reach Customers Online and In-Store with One Campaign Across the Instacart Ads Ecosystem CPG Brands of All Sizes Including Diana's Bananas, Kettle & Fire, Talking Rain Beverage Company, and Mondelēz's OREO, RITZ, HALLS and Sour Patch Kids are Seeing Results from Syndicating Ads to Caper Carts SAN FRANCISCO , March 25, 2025 /PRNewswire/ -- Instacart (Nasdaq: CART), the leading grocery technology company in North America, today announced that its more than 7,000 brand partners now have access to in-store advertising on Caper Carts, its AI-powered smart carts. Advertisers can now reach and inspire customers online as well as directly in the aisles of grocery stores with a single campaign.
Neutral
PRNewsWire
2 days ago
Hy-Vee RedMedia Partners with Instacart to Further Retail Media Capabilities
Leading Midwest grocer taps Instacart's Carrot Ads solution to expand retail media advertising for CPG brands SAN FRANCISCO and WEST DES MOINES, Iowa , March 25, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, and Hy-Vee, Inc., an employee-owned supermarket chain operating more than 570 business units across nine Midwestern states, today announced that Hy-Vee RedMedia will enhance its advertising capabilities by utilizing Instacart Carrot Ads , creating a more personalized experience across Hy-Vee.com. Instacart's Carrot Ads solution will deliver advertiser demand from more than 7,000 brands, helping Hy-Vee create even more relevant experiences that drive personalized recommendations and product discovery for their customers.
Positive
Zacks Investment Research
3 days ago
BABA or CART: Which Is the Better Value Stock Right Now?
Investors interested in Internet - Commerce stocks are likely familiar with Alibaba (BABA) and Maplebear (CART). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
PRNewsWire
1 week ago
Instacart Launches AI-Powered Universal Campaigns for Advertisers
New automation tools help brands of all sizes create high-performing ad campaigns on Instacart SAN FRANCISCO , March 20, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced a suite of new AI-powered automation tools designed to drive ad campaign performance and help brands of all sizes achieve their business goals. This collection of time-saving tools to drive performance includes AI-powered landing pages, campaign recommendations, product library enhancements, and Universal Campaigns.
Neutral
PRNewsWire
1 week ago
Adonis Partners with Instacart to Support Claims Billing for Instacart Health Nutrition Programs
Adonis now supports the leading grocery technology company in North America, streamlining revenue cycle operations for Instacart Health nutrition programs offered through health plans NEW YORK , March 18, 2025 /PRNewswire/ -- Adonis, a leading revenue cycle technology partner, today announced its partnership with Instacart (NASDAQ: CART), the leading grocery technology company in North America, to support billing for health plans that offer Instacart Health nutrition programs to their members. Using Adonis, Instacart will be able to submit claims for these programs in states across the country that offer pathways for nutrition support as part of Medicaid Section 1115 waivers and In Lieu of Services (ILOS) provisions.
Neutral
PRNewsWire
1 week ago
Instacart Launches AI-Powered 'Smart Shop' Technology and New Features to Enhance App Personalization, Making It Easier for Customers to Make Healthier, More Informed Choices
Instacart now offers more personalized recommendations based on preferences and provides clear nutrition and dietary information at consumers ' fingertips New collaboration with the American Diabetes Association simplifies healthier shopping with expert nutrition guidance, product recommendations, and shoppable recipes to inform and guide consumers SAN FRANCISCO , March 18, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today introduced Smart Shop, which leverages cutting-edge generative AI and machine learning to create a more personalized grocery shopping experience. With Smart Shop, Instacart is making online grocery shopping more intuitive by analyzing customer habits and dietary preferences to surface the most relevant products faster.
Positive
Seeking Alpha
2 weeks ago
Instacart: The Online Grocery King Deserves A Higher Valuation
Instacart's dominant position as the leading online grocery platform in the U.S. creates a solid foundation for future growth. Instacart is uniquely positioned to benefit from a doubling of online grocery penetration, from 15% today to an estimated 30% by 2040, potentially expanding its addressable market to roughly $700–750 billion. Recent financial results further support the thesis of strong commercial momentum, with full year 2024 revenue growing 11% YoY to $3.4 billion, while operating income jumped to $489 million.
Negative
Investopedia
3 weeks ago
Instacart Slashed Its Minimum Order—And Members Started Shopping More Often
Instacart (CART) wanted to get more orders in the door. Its strategy?
Neutral
Seeking Alpha
3 weeks ago
Instacart: Put This In Your Cart Now After The Recent Drop
Last week, Instacart stock fell by over 12% after its Q4 report, even though the numbers weren't that bad. Combined with an overall market sell-off, shares are reasonably priced now. The Q4 results showed EPS and GTV growth, but slight revenue and order value misses, along with soft Q1 EBITDA guidance, led to an exaggerated sell-off. Instacart's innovation, competitive positioning in a growing market, and strong financials (including a large cash position, high margins, and lots of free cash flow) position it well for future growth.
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